R. Jeffrey Whittaker CPA CFP PFS PLLC (Firm) has adopted the following Privacy Policy in accordance with Section 35.581 of the Texas Business & Commerce Code:

It is the policy of Firm to protect the confidential nature of all personal information obtained from clients. Except as disclosed in this agreement, Firm will not intentionally disclose personal information, including Social Security numbers, to third parties without authorization.

Firm requires that you provide your Social Security number because it is necessary for us to use the number when preparing forms and communicating with the Internal Revenue Service and other taxing authorities. Firm will only use the Social Security number as means of identification with a taxing authority, or as otherwise allowed by you.

Firm will obtain your Social Security number by requesting its inclusion on the Engagement Letter.

Firm protects Social Security numbers as it protects all of its clients' confidential information. Firm uses commercially reasonable safeguards on our computer system to prevent unauthorized access of confidential information, including Social Security numbers. Although security cannot be guaranteed, Firm maintains physical, electronic, and procedural safeguards that comply with professional standards.

Firm will dispose of its business records that contain personal information by modifying the personal information to make it unreadable or undecipherable. Firm may make personal information unreadable by shredding, erasing, or other means. Firm may also dispose of personal information by contracting with a person engaged in the business of disposing of records that contain confidential information.

 

 
 
   
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